Risk Management Group LLC

Risk Management Group LLC RMG is a financial planning advisory firm specializing in wealth management, retirement planning, an How Can We Help? It's our job to help you get there.

Whether your goal is to grow, protect, or conserve your wealth, our team of experts will design a plan that changes as you change. From tax planning to estate planning to risk management-nothing is left to chance. With our state-of-the art systems we can create and implement your plan, as well as provide secure, web-based instant access to your finances and all your personal information documents.

With our quality personal service and guidance, we build strong relationships while helping simplify our clients' financial affairs, allowing them to focus on those areas that give their lives meaning and purpose. You have some ideas of where you want to go. Working with your other important advisors, we want to develop an integrated collaborative program that helps protect you and your family for generations.

Here's to a wonderful holiday season and new year!
12/04/2024

Here's to a wonderful holiday season and new year!

Celebrating all the incredible moms out there! From managing household finances to planning for the future, you're the h...
05/12/2024

Celebrating all the incredible moms out there! From managing household finances to planning for the future, you're the heart of the family's financial well-being.Your dedication doesn't go unnoticed. Happy Mother's Day to you!

Join Jamie Lapin, CFP® and Thiago Glieger, ChFEBC tonight to learn more about creating a safe and successful financial f...
05/07/2024

Join Jamie Lapin, CFP® and Thiago Glieger, ChFEBC tonight to learn more about creating a safe and successful financial future. This Zoom seminar is presented by the Montgomery County Commission for Women & Montgomery County Public Libraries.

Tuesday, May 7: Financial Planning 101: 7-8:30 pm,
Learn the basics of financial planning along with terms and tools to equip yourself with the knowledge you need to succeed financially.

To register, click here: https://buff.ly/3JPBvSr

Mark your calendars for our upcoming series of Zoom seminars, from 7-8:30 pm, presented by the Montgomery County Commiss...
04/24/2024

Mark your calendars for our upcoming series of Zoom seminars, from 7-8:30 pm, presented by the Montgomery County Commission for Women & Montgomery County Public Libraries. Come join Jamie Lapin, CFP® and Thiago Glieger, ChFEBC to learn more about creating a safe and successful financial future.

Tuesday, May 7: Financial Planning 101:
Learn the basics of financial planning along with terms and tools to equip yourself with the knowledge you need to succeed financially.

Tuesday, May 14: Retirement Planning:
Not running out of money before running out of time is most people’s biggest concern. Our goal is to maximize your understanding of your resources and your autonomy.

Tuesday, May 21: Social Security and Medicare:
Learn how to utilize and maximize the government programs you have invested in for your working lifetime.

Tuesday, May 28: Divorce and Money:
Divorce is a strain on your finances as well as your nerves. Will you be fiscally ok when it’s over? What is your role in making sure of that?

The Zoom link will be provided after registering.

Spring is when all is abloom, including our ideas for how to grow a better, more meaningful life . At the invitation of ...
04/22/2024

Spring is when all is abloom, including our ideas for how to grow a better, more meaningful life . At the invitation of the Chevy Chase Friends of the Library, Jamie Lapin and 5 other experts in life transition presented a double header—one for older adults, and the other for their kids. The two seminars were well attended and well received. This could be part of a beautiful relationship with our host. Grateful for the opportunity to share with the community and to learn and connect with bright, talented, like-minded individuals who care about aging well.

Happy TAX DAY! Did you know that April is Financial Literacy Month?At RMG, we're passionate about empowering you with th...
04/15/2024

Happy TAX DAY! Did you know that April is Financial Literacy Month?

At RMG, we're passionate about empowering you with the knowledge and tools to achieve financial success.

From budgeting basics to investment strategies, we've got you covered every step of the way. Join us on this journey to financial empowerment and unlock the keys to a brighter financial future! Let's make every month Financial Literacy Month!

We hope you can join Jamie Lapin this week on either April 11th or April 13th from 1-3pm as she speaks at the "Aging Wel...
04/09/2024

We hope you can join Jamie Lapin this week on either April 11th or April 13th from 1-3pm as she speaks at the "Aging Well: Tips for Seniors and their Families" panel at the Chevy Chase Library at 8005 Connecticut Avenue.
Topics will include:
-Senior services in Montgomery County
-Critical medical, legal, and financial plans and documents
-Housing options: what, where, and when; pros and cons, how to find and assess, budgeting, downsizing, managing the move
-How to have the necessary cross-generational conversations

If you are interested, kindly sign up at: https://buff.ly/3U6BfV5

Join Jamie Lapin on April 11th or April 13th from 1-3pm as she speaks at the "Aging Well: Tips for Seniors and their Fam...
04/05/2024

Join Jamie Lapin on April 11th or April 13th from 1-3pm as she speaks at the "Aging Well: Tips for Seniors and their Families" panel at the Chevy Chase Library at 8005 Connecticut Avenue. Discover valuable insights on planning for the next stage of life for you and your family. Hear from seasoned professionals dedicated to assisting older adults and their adult children through this important transition. Gain expert guidance and practical advice to navigate this journey with confidence and peace of mind.
Topics include:
-Senior services in Montgomery County
-Critical medical, legal, and financial plans and documents
-Housing options: what, where, and when; pros and cons, how to find and assess, budgeting, downsizing, managing the move
-How to have the necessary cross-generational conversations

If you are interested, kindly sign up at: https://buff.ly/3VUmshs

Spreading joy and positivity because happiness is not just a feeling; it's a mindset that shapes financial well-being to...
03/20/2024

Spreading joy and positivity because happiness is not just a feeling; it's a mindset that shapes financial well-being too.

RMG believes that financial happiness comes from smart planning, achievable goals, and peace of mind. Whether it's securing your future, reaching your dreams, or simply enjoying the present moment, we're here to support you every step of the way.

What's one thing that always brings a smile to your face? Share with us in the comments below!

Making smart financial decisions isn't a matter of luck. RMG can help you navigate your financial goals.
03/17/2024

Making smart financial decisions isn't a matter of luck. RMG can help you navigate your financial goals.

On this "Pi Day" (3.14), RMG is celebrating the perfect combination of deliciousness and precision—just like managing yo...
03/14/2024

On this "Pi Day" (3.14), RMG is celebrating the perfect combination of deliciousness and precision—just like managing your finances! Whether it's budgeting, saving, or investing, we know that every slice counts.

What's your favorite type of pie? Let us know in the comments below!

At RMG, we stand committed to empowering women to take control of their financial futures. We believe in providing the k...
03/05/2024

At RMG, we stand committed to empowering women to take control of their financial futures. We believe in providing the knowledge, resources, and support needed to help women achieve their financial goals.

Address

14 S Adams Street
Rockville, MD
20850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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